CIBC Private Wealth Group
TRMK icon

CIBC Private Wealth Group’s Trustmark TRMK Stock Holding History

CIBC Private Wealth Group’s Portfolio TRMK Stock Details TRMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$6.58K Buy
169
+123
+267% +$4.79K ﹤0.01% 2560
2025
Q3 		$1.82K Sell
46
-26
-36% -$1.01K ﹤0.01% 2740
2025
Q2 		$2.63K Buy
72
+17
+31% +$582 ﹤0.01% 2581
2025
Q1 		$1.69K Buy
+55
New +$1.96K ﹤0.01% 2722

Other funds holding TRMK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIBC Private Wealth Group's TRMK Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Trustmark (TRMK) stake by 267% in Q4 2025, buying an estimated $4.79K and bringing the position to 169 shares worth $6.58K. The position accounts for ﹤0.01% of the portfolio, ranked #2560.

CIBC Private Wealth Group first reported a position in TRMK in Q1 2025 and has held it in 4 quarters since. 261 funds tracked by Wall St. Rank hold TRMK as of Q4 2025.

  • CIBC Private Wealth Group held 169 shares of Trustmark worth $6.58K as of Q4 2025.
  • CIBC Private Wealth Group bought 123 Trustmark shares in Q4 2025, an estimated $4.79K.
  • Trustmark made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2560 holding.
  • CIBC Private Wealth Group first reported a position in Trustmark in Q1 2025 and has held it in 4 quarters since.
  • 261 funds tracked by Wall St. Rank held Trustmark as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.